RCM-Partner

The RCM-Partner app is quick and easy mobile access to FinanceCloud for customers of RCM-Partner Versicherungsmakler und Finanzdienstleistungen GmbH. The access offers an overview of consolidated customer accounts including all fund shares, insurances, participations and bank accounts.
The access check is carried out using your previous access data. You will receive your personal user ID and password from your advisor.
Functions:
- Consolidated overview of assets including all fund shares, insurances, participations and bank accounts
- Chat function (ticket system)
- Creation of new insurance
- Upload of insurance documents
- Query of the current portfolio
- Factsheets on the individual funds including performance, risk return, key figures, profit & loss, asset allocation
- Overview of previous transactions
- Display of the performance of your portfolios
- Display of the composition of your depot
- Current market report
- Realized profits and annual performance
- Overview of savings and withdrawal plans
- Digital signature in any PDF document
- Submission of order orders directly via the app, confirmation by password or digital signature
- Sign contract documents digitally
- Securities order can be entered directly in the app
- general securities information
- Claims reports for insurance companies
- Consultations directly via the app with voice and video chat